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Morningstar

Franklin LifeSmart 2035 Ret Trgt C FTRCX

Morningstar Analyst Rating
Quantitative rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 12.04  /  0.99 %
  • Total Assets 113.0 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.450%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.37%
  • Turnover 69%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:35 AM GMT+00:00

Morningstar’s Analysis FTRCX

Will FTRCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTRCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FTRCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FTRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Franklin LifeSmart 2035 Ret Trgt C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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